Does it make sense for you to invest in individual stocks and ETFs at the same time?
I sometimes think about selling the SP500 ($^GSPC) and moving the money into individual stocks. On the other hand, I consider it a safe and stable component of my portfolio, so I won't sell anything.
📅 This week's key events! The results season begins! Apart from inflation data, US banks, tech firms and consumer companies are the main ones coming to the fore.
📌 Monday Market reaction to Trump's tariffs announcement.
Results before markets open: Orkla $ORKLY - Scandinavian giant in food, household chemicals and consumer goods.
📈 Tuesday US CPI Inflation - The monthly consumer... Read more
Earnings season starts again this week and interesting companies are already appearing on the calendar. I'll definitely be keeping an eye on $BAC, $ASML and $NFLX.
Which companies' results will you be interested in?
Trump plans to raise tariffs on the European Union again. He wants to impose a 30% tariff on member states. European stocks are likely to fall on Monday, which could create interesting opportunities. If that happens, I would like to buy $ASML and $NVO.
What are your thoughts on this? Which European stocks would you potentially buy?
If we go lower again, I'm going into $ASML on the tute because I didn't buy that in the downturn and I definitely want to increase my position in it. In health care I don't know, I'm not going there yet because Trump isn't done there and who knows what he'll impose on it. 🤷♂️
✈️ Delta Air Lines shares appreciate more than 10% after earnings announcement! Delta $DAL was the first U.S. airline to release second quarter results, and it appears to have beaten expectations both in terms of numbers and sentiment. Indeed, after several months of weaker demand, booking trends are starting to stabilise. And the market has reacted very positively to this.
Elon Musk said Tesla plans to expand its robotaxis to San Francisco within two months. Shares of $TSLA soared yesterday and I think this is more great news and it shows that the service is expanding and so far working quite well.
What do you guys think? Do robotaxis make sense to you?
AppLovin | Q1 2025: Rocket start to the year, record profits and a bold transformation
Does it make sense for you to invest in individual stocks and ETFs at the same time?
I sometimes think about selling the SP500 ($^GSPC) and moving the money into individual stocks. On the other hand, I consider it a safe and stable component of my portfolio, so I won't sell anything.
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I don't have ETFs in my portfolio and I only invest in stocks because I find it more efficient and the performance of the portfolio is much better.
Roblox | Q1 2025: growth across metrics, record cash flow and expansion
📅 This week's key events!
The results season begins! Apart from inflation data, US banks, tech firms and consumer companies are the main ones coming to the fore.
📌 Monday
Market reaction to Trump's tariffs announcement.
Results before markets open:
Orkla $ORKLY - Scandinavian giant in food, household chemicals and consumer goods.
📈 Tuesday
US CPI Inflation - The monthly consumer...
Read more
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I will be interested in the results of $NFLX, $BAC and $TSM.
Earnings season starts again this week and interesting companies are already appearing on the calendar. I'll definitely be keeping an eye on $BAC, $ASML and $NFLX.
Which companies' results will you be interested in?
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There's a lot in there, but for me it's definitely $NFLX and it will be interesting to see the stock reaction to the tariffs today.
Trump plans to raise tariffs on the European Union again. He wants to impose a 30% tariff on member states. European stocks are likely to fall on Monday, which could create interesting opportunities. If that happens, I would like to buy $ASML and $NVO.
What are your thoughts on this? Which European stocks would you potentially buy?
Zobrazit další komentáře
If we go lower again, I'm going into $ASML on the tute because I didn't buy that in the downturn and I definitely want to increase my position in it. In health care I don't know, I'm not going there yet because Trump isn't done there and who knows what he'll impose on it. 🤷♂️
✈️ Delta Air Lines shares appreciate more than 10% after earnings announcement!
...Delta $DAL was the first U.S. airline to release second quarter results, and it appears to have beaten expectations both in terms of numbers and sentiment. Indeed, after several months of weaker demand, booking trends are starting to stabilise. And the market has reacted very positively to this.
Read more
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I still have $UAL stock on my watchlist, and it's fallen nicely this year, so I may start a position.
Elon Musk said Tesla plans to expand its robotaxis to San Francisco within two months. Shares of $TSLA soared yesterday and I think this is more great news and it shows that the service is expanding and so far working quite well.
What do you guys think? Do robotaxis make sense to you?
Zobrazit další komentáře
It's great news and if it goes through, the stock will rise sharply again.
Central European energy hegemon: PKN Orlen offers 7% dividend and valuation that would be the envy of Exxon
Devon Energy | Q1 2025: Strong results, higher production and capital discipline